【出版时间及名称】:2010年3月北美证券市场投资文摘
【作者】:摩根斯坦利
【文件格式】:pdf
【页数】:72
【目录或简介】:
Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
Payback Here, Snapback Coming
Richard Berner
7 US Credit Strategy Cashing In
Rizwan Hussain, Adam Richmond
9 Equity & Credit Derivatives Strategy
Small Caps and High Yield Disconnect
Sivan Mahadevan, Christopher Metli et al.
11 Global Equity Strategy Cute
Gerard Minack, Jason Todd
13 Europe Equity Strategy Updating Search for
High and Secure Dividend Yield
Graham Secker, Teun Draaisma
15 China Economics Putting China’s ‘Overinvestment’
In Context
Qing Wang, Steven Zhang
Opinion Change
Upgrade
17 Bristol-Myers Squibb Upgrade to Overweight;
Pipeline Should Drive Stock Higher
David Risinger, Thomas Chiu, Dana Yi,
Christopher Caponetti
New Coverage
19 Discover Financial Services Conservative
Credit Card Play; Initiating at Equal-weight
Betsy L. Graseck, Matthew Kelley, Adam Frisch,
Glenn T. Fodor
21 Dole Food
Bananas, Salad, and Deleveraging; Equal-weight
Vincent Andrews, Gregory A. Van Winkle
23 Freight Transportation
Reiterating Bullish Stance on Rails; Initiating on
CP and KSU at Equal-weight
William J. Greene, John D. Godyn, Adam Longson
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